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Walmart
WMT

Overview Fund Activity

2,835 hedge funds and large institutions have $131B invested in Walmart in 2023 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,194 increasing their positions, 1,091 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,835
Holders Change
+44
Holders Change %
+1.58%
% of All Funds
45.37%
Holding in Top 10
121
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24.74%
% of All Funds
1.94%
New
203
Increased
1,194
Reduced
1,091
Closed
100
Calls
$4.04B
Puts
$3.45B
Net Calls
+$588M
Net Calls Change
+$862M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$462M
2
Marshall Wace
Marshall Wace
United Kingdom
+$432M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$421M
4
BlackRock
BlackRock
New York
+$418M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$415M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.03B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$331M
4
M1FG
Mach-1 Financial Group
Arkansas
-$232M
5
First Trust Advisors
First Trust Advisors
Illinois
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
1076
Choreo LLC
Illinois
$2.67M +$1.26M +25,581 +89%
CFCI
1077
Comprehensive Financial Consultants Institutional
Indiana
$2.67M +$205K +4,173 +8%
CA
1078
CGN Advisors
Kansas
$2.66M +$272K +5,532 +11%
HTHT
1079
Hemenway Trust Hemenway Trust
New Hampshire
$2.66M -$206K -4,191 -7%
CGI
1080
Comgest Global Investors
France
$2.66M – – –
PRS
1081
Pinkerton Retirement Specialists
Idaho
$2.66M +$72.5K +1,476 +3%
JWCA
1082
J.W. Coons Advisors
Ohio
$2.64M – – –
OAM
1083
Occidental Asset Management
California
$2.64M +$102K +2,076 +4%
FBC
1084
Fairfield, Bush & Co
Connecticut
$2.64M -$14.3K -291 -0.5%
KIC
1085
Kensington Investment Counsel
California
$2.63M +$154K +3,138 +6%
FHA
1086
Flagship Harbor Advisors
Massachusetts
$2.63M +$4.28K +87 +0.2%
OSNBOA
1087
Old Second National Bank of Aurora
Illinois
$2.63M -$300K -6,099 -10%
VWMG
1088
Virginia Wealth Management Group
Virginia
$2.62M +$49.5K +1,008 +2%
WA
1089
Wambolt & Associates
Colorado
$2.61M +$7.43K +150 +0.3%
DI
1090
Diligent Investors
California
$2.61M -$2.06K -42 -0.1%
BW
1091
Bison Wealth
Georgia
$2.61M +$57.3K +1,122 +2%
BO
1092
Bank OZK
Arkansas
$2.61M -$107K -2,187 -4%
IAN
1093
Integrated Advisors Network
Texas
$2.61M +$28.8K +585 +1%
AIA
1094
AIMZ Investment Advisors
California
$2.6M -$23.9K -486 -0.9%
MFWM
1095
Motley Fool Wealth Management
Virginia
$2.59M -$113K -2,292 -4%
PFGIA
1096
Patriot Financial Group Insurance Agency
Massachusetts
$2.59M +$38.5K +783 +2%
RF
1097
Robbins Farley
New Hampshire
$2.58M +$67.1K +1,365 +3%
SXL
1098
Summit X LLC
Missouri
$2.58M +$2.07K +42 +0.1%
LOIM
1099
Liberty One Investment Management
Illinois
$2.57M +$243K +4,938 +10%
ET
1100
Equitable Trust
Tennessee
$2.57M +$144K +2,928 +6%
42 43
44
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